|
651
|
Curi Wealth Management
Raleigh,
North Carolina
|
$246K
|
+$797
|
+9
|
+0.3%
|
|
|
652
|
Lido Advisors
Los Angeles,
California
|
$246K
|
+$231K
|
+2,606
|
New
|
|
|
653
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$245K
|
–
|
–
|
–
|
|
|
654
|
Zevin Asset Management
Boston,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
655
|
|
$243K
|
-$3.63K
|
-41
|
-2%
|
|
|
656
|
SkyOak Wealth
Southfield,
Michigan
|
$243K
|
–
|
–
|
–
|
|
|
657
|
Summit X LLC
Chesterfield,
Missouri
|
$243K
|
+$228K
|
+2,572
|
New
|
|
|
658
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$242K
|
–
|
–
|
–
|
|
|
659
|
Concord Wealth Partners
Abingdon,
Virginia
|
$240K
|
+$98K
|
+1,106
|
+77%
|
|
|
660
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$240K
|
+$225K
|
+2,541
|
New
|
|
|
661
|
Hancock Whitney
Gulfport,
Mississippi
|
$239K
|
+$225K
|
+2,535
|
New
|
|
|
662
|
BSW Wealth Partners
Boulder,
Colorado
|
$238K
|
-$8.42K
|
-95
|
-4%
|
|
|
663
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$238K
|
–
|
–
|
–
|
|
|
664
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$238K
|
–
|
–
|
–
|
|
|
665
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$236K
|
–
|
–
|
–
|
|
|
666
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$234K
|
+$220K
|
+2,482
|
New
|
|
|
667
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$234K
|
-$14.1K
|
-159
|
-6%
|
|
|
668
|
LMR Partners
London,
United Kingdom
|
$233K
|
+$218K
|
+2,466
|
New
|
|
|
669
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$232K
|
–
|
–
|
–
|
|
|
670
|
Fund Management at Engine No 1
San Francisco,
California
|
$232K
|
+$218K
|
+2,459
|
New
|
|
|
671
|
ING Group
Amsterdam,
Netherlands
|
$231K
|
-$19.8K
|
-224
|
-8%
|
|
|
672
|
Cigna Investments
Bloomfield,
Connecticut
|
$230K
|
-$4.16K
|
-47
|
-2%
|
|
|
673
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$228K
|
+$214K
|
+2,421
|
New
|
|
|
674
|
MilWealth Group
Milwaukee,
Wisconsin
|
$228K
|
–
|
–
|
–
|
|
|
675
|
Kestra Private Wealth Services
Austin,
Texas
|
$225K
|
+$212K
|
+2,389
|
New
|
|
